Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.

This Quarter Est. Return
1 Year Est. Return
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$785B
AUM Growth
+$16.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.28B
3
+$1.23B
4
BIIB icon
Biogen
BIIB
+$951M
5
AMZN icon
Amazon
AMZN
+$875M

Top Sells

1
+$2.2B
2
+$1.78B
3
+$1.21B
4
AXP icon
American Express
AXP
+$1.09B
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.02B

Sector Composition

1 Healthcare 18.76%
2 Financials 14.44%
3 Technology 13.96%
4 Consumer Discretionary 10.8%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$1.02M ﹤0.01%
15,612
-194
2452
$1.01M ﹤0.01%
44,300
2453
$1.01M ﹤0.01%
25,464
+278
2454
$1.01M ﹤0.01%
20,677
+72
2455
$999K ﹤0.01%
98,200
-2,042,300
2456
$997K ﹤0.01%
41,200
2457
$991K ﹤0.01%
+45,600
2458
$989K ﹤0.01%
19,558
-2,004
2459
$974K ﹤0.01%
63,600
-7,300
2460
$973K ﹤0.01%
21,015
-2,963
2461
$972K ﹤0.01%
8,791
+467
2462
$947K ﹤0.01%
6,096
-150
2463
$932K ﹤0.01%
150,600
-20,400
2464
$925K ﹤0.01%
53,705
-128,338
2465
$924K ﹤0.01%
37,200
2466
$919K ﹤0.01%
2,155,400
+30,000
2467
$915K ﹤0.01%
12,007
-161
2468
$890K ﹤0.01%
250,000
-350,000
2469
$883K ﹤0.01%
20,588
-1,152
2470
$881K ﹤0.01%
50,000
2471
$880K ﹤0.01%
56,000
-6,000
2472
$878K ﹤0.01%
12,897
-1,130
2473
$873K ﹤0.01%
20,193
+3,073
2474
$870K ﹤0.01%
15,200
2475
$866K ﹤0.01%
59,300
97 98
99
100 101